/Store / Adding and Editing a Product
Content
Where can I add or edit a product?
To add a new product, go to the Store – Products section and click the “Add” button. If you want to edit an existing product, then in the same subsection, you need to click on its name.
A page containing several basic tabs will open. Depending on the settings, the number of tabs can vary. We will go through them below.
Tabs (Settings)
Main settings
The “Main settings” tab looks like this. Please note: the options underlined in red can be selected only when creating, but not editing the product.
Product type
The options are digital, physical, or have a floating price. You can set this by selecting your preferred option.
In the information industry, most, if not all, products are digital. Usually, a link is sent to the buyer after payment to download the product. Examples of digital products are newsletter subscriptions, access to training, passwords for joining private clubs or groups, or getting paid information, coaching etc. Physical product can be a combination of digital and physical. For example, after payment, a link to the course for viewing online is sent to the user, and a disk with the recording of this course is sent. The disk with the recording in this case is the physical product. However, it can be other tangible items such as books, souvenirs, bouquets of flowers, and so on. With a floating price. This is a digital product. With this product type, a price is determined for a unit of the product, and the user decides how many units they need. For example, if your rate as an online consultant is $87.00 per hour, you will indicate this on the account registration page. A user who then pays $174.00 tells you that they need a 2-hour consultation session. If another pays $43.50, this tells you that they only need a 30-minute consultation.
Payment type
Single payment. This is the most common type of payment. The buyer pays the full amount for the product, and the product is sent to them.
Subscription (periodic auto-payment, recurrent payment). Payment will be debited from the buyer’s credit card at regular intervals, for a subscription or continuous service. An example of this would be a subscription to a software, coaching, training, club membership etc.
When you select a function, an additional tab, “Auto payments” appears.
Order page
When adding a new product, you must enter the page identifier in alphabets. It must be unique (there cannot be two pages with the same identifier). It will be a part of the URL of the offer or sales page where buyers will purchase the product. The lower-level underscore character is also allowed. Please note that this URL cannot be edited once a product is created.
Prepayment
The amount is shown in dollars. After the “Allow partial payment” checkbox is activated, the “Prepayment” field will appear where you can enter the minimum amount allowed. The default value is set in the Store – Settings section, but you can set different values for each product.
We strongly recommend for you to specify the amount of the prepayment as a factor of the total cost, and no more than half of the value, because the current setting is responsible not only for the prepayment but also, for the minimum amount of any payment for this product.
The function for obvious reasons cannot be used together with auto-payment.
Other settings
The product’s name. The name of your product. This information is visible to buyers.
Category: This is selected from the dropdown list. If no product categories are specified, this field will not be displayed. Categories are used for your convenience. For example, for reminder emails. It is much more convenient to mark an entire category than to select products in alphabetical order. The buyer does not see the categories.
Price: The price of your product.
Image: The Select file button allows you to download the product image (for example, the cover of the book, or a course) from your computer. The image will be shown to the buyer on the order registration page.
The amount of expenses: The default value is set in the Store Settings section, but you can set different values for each product. This allows you to see more accurate figures of your income and expenses. For example, you can include taxes, delivery expenses, and production of a physical commodity.
The function will be visible in the header of the “Orders” subsection of the “Store” section. Your income and profit will be shown as separate figures.
Actions after prepayment
In cases where a prepayment is included for your product, you will see the “Actions after prepayment” tab. It is possible to add a buyer to a certain group. To open a folder, click on it. This will allow you to send part of the content or additional bonuses to this group or list.
Also, you can compose an email that will be sent to the buyer after prepayment is made. Several useful variables are included in this email:
- {$ name} – The buyer’s name as shown in the invoice, or in the system from previous orders or subscription.
- {$ bill_id} – The order number from InfluencerSoft.
- {$ sum} – The amount that the buyer has paid.
- {$ good} – The name of the product.
- {$ leftsum} – The remaining balance for this order.
- {$ bill_link} – The payment reference.
Auto-payments
With auto-payments, you can add a buyer to the group or list while the auto-payment is active. The system will exclude the client from the group or list if payment has not been received, and he/she will not be able to use the service.
Below the tab is several settings related to the frequency and amount of repeated payments:
- Autopayments will begin in XX days after payment of the order: The time set from when the first payment will be collected.
- With an interval of XX days: Indicates the interval for succeeding payments.
- To charge partner commissions: Commission can be set for the first payment only or for each payment made. If the order is assigned to a partner, you can choose the principle of charging commissions.
- Number of repeated auto-payments: If not specified, the amount will be written off permanently. By default, it is not specified and, in this case, auto-payments will be debited from the buyer’s card until they are canceled by you or the buyer.
- The amount of the first payment: By default, this is not specified, and in this case the price of the goods specified in the “Basic parameters” tab will be written off. If you set the amount here, then you can arrange a discount for the first payment or vice versa, or increase the cost of joining the group.
- Number of attempts (in case of an unsuccessful periodic write-off): Shows how many times to try to write off money from the user if the initial attempt was unsuccessful, before canceling the auto payment.
- The interval between attempts (in hours) is 1 hour by default. After 1 hour, a second attempt will be made.
Below are three email templates. You can set up automatic emails for different situations.
- An email to the client after the first payment. Please note that the email has useful variables. They differ from the usual non-autopayment email variables.
- An email to the customer after each re-payment. By default, the text of the message is just a summary of what kind of auto-payment was made, for which product the payment was made for, a link to check the activity of payments for this product, and a link with the option to cancel the auto-payment.
- An email to the client in case of unsuccessful payment of. The client will receive this if all attempts to collect the payment has failed.
The existing settings of auto-payments make it possible to organize a variety of options for writing off, and business opportunities: it could be a subscription to paid newsletters or paid membership in a community. Payment can be set up in the beginning and lower succeeding payments, or low as an introductory price and higher later on, or set equal amounts for each payment.
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Action after payment
On the “Actions after payment” tab, you can configure the following:
Create a contact list and add a buyer to it: A radio button that allows you to add product buyers to a separate customer list. This is an added opportunity for database segmentation. For example, if the product is an online training, you can send newsletters to participants for the first session. Another possibility is to exclude buyers from getting notifications of product sales.
Add Buyer to Groups/lists: Allows you to specify the addition of a product buyer to other existing groups/lists (optional parameter). To add a client to a group/list, you need to mark it with a checkbox.
“Thank you for your purchase” page: Allows you to set the redirect page after a successful payment. On the page you can thank the client, provide information about the product purchased, offer another product that complements the one purchased, and so on.
“Thank you for your purchase” Email: Allows you to set up an email that the customer will receive after paying the bill. It has a default version of the message, which can be edited. In addition to the default buttons, the text editor has the buttons of the substitution variables, which will allow you to create a single email template for all clients. In the example in the figure, the Client Name button inserts a variable {$ name} into the text, which, when sent will be replaced with the name of the client, taken from the database.
Pin codes: Allows you to automatically issue security codes to customers. It is necessary to load the list of codes (1 on each line), and in the email use the {$ pincode} substitution variable. The system will give one code to each buyer in the order in which they were downloaded. This field is optional.
How do you know that your product is running out of pincodes?
After you pay an invoice for a product that has a PIN added to it, you’ll receive a notification email for notifications. In addition to the buyer and PIN data, the number of remaining PIN codes in the product will be shown in parentheses. You will be informed in advance of the available code balances in the product and will be able to add new codes in advance.
Creating and cancelling orders
This tab allows you to customize the appearance of the order generation page and the procedure for canceling product invoices.
The page for generating the invoice by default has the product image, name, and price. A default text editor allows you to add more information to the page.
The Reset text button returns the contents of the page to the default version.
Using the radio button, you can specify the order of invoice cancellations in case of non-payment:
- Cannot be cancelled automatically: Do not cancel automatically.
- Automatically cancelled on the following date and time: Cancel at the specified date and time (absolute date). This can be used, for example, during discounts or sales.
- Will be automatically cancelled in: Cancel by (relative time). This is specified in minutes, hours, and days from the moment the order is processed.
If you select options with cancellation, the client will be shown a timer when creating the order, which will show the available time for payment.
Partnership
This tab allows you to set up payments to partners and co-authors.
On the tab, you can configure the following settings for partners:
- Commission: This can be set in percentage or a fixed amount. These settings will have a higher priority than the general settings of the affiliate.
- If you tick the Show partners checkbox, an added block of product display settings will be opened in the partner account:
- Commission to an individual partner: You can specify the partner’s login, the amount of the commission, and you can increase or decrease the number of partner levels.
The Landing page is the URL of the advertised page.
The direct link checkbox will be available only after the script is installed in the page code. You need to copy the script to the product page and click the Check code button. After confirmation that the title script is set correctly, the direct link will be available to the partners. This option is not mandatory. Without it, a default affiliate link to this product will be available to partners.
The settings block for co-authors is shown on the page only if at least one partner is added to the account. This is an optional block.
Here you can:
- Select a collaborator from the list.
- Indicate payments to the co-author.
- Adjust or deduct the cost from the commission partner before payment is settled with the co-author through the Subtract commission from the cost checkbox.
The Add button allows you to add multiple collaborators.
Call center
This tab allows you to adjust the amount of compensation to managers who call customers to provide them support.
The payment to the employee can be set as a percentage or a fixed amount.
Instructions for the employee: A text field that allows you to write comments or instructions to employees who make calls.
Products that can be added to the order together with this product by call-center employees: This field allows you to configure the possible upsells, which will be offered to customers over the phone. To select products, you must tick the checkboxes next to them.
After the call, the manager can send an email to the client. Default templates of emails are configured in the form Contacts -> Settings. But if you need to configure specific messages for this product, tick the Specify individual email templates checkbox. After that, the form will look like this:
Using the radio button, you can choose which template to edit:
- The call went through
- The call did not go through
- Call back the customer
- Already notified
- Invalid lead
Emails are edited using a default text editor.
The Reset to default message button allows you to undo all changes and return to the default email template.
Integration
This tab allows you to synchronize InfluencerSoft with external services by API. In addition, you can also insert in this section the tracking code used if you are using pay-per-click services.
After making the necessary changes on all tabs, you need to click the Save button. The product will be added to the general table on the Products page.
Related Articles:
How to create (to edit) a discount
The manager handles the order and the client. What is the difference?
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